Wealth Management Expert - Sales - Financial Services

Role Designation: Wealth Management Expert

Department: Wealth Management

Function: Sales

Company: MOPW

Reporting to: Cluster Head

Location: Bangalore, Hyderabad, Chennai, Kolkata

Job Purpose:

Responsible for acquiring NTF (new to the firm) clients, revenue generation and maintenance of relationship with HNI/UHNI & corporate clients and offer wealth advisory services. Need to ensure growth of AUM or book size.

Key Deliverables:

1. Critical:

• Analyse financial information obtain from clients to determine strategies for meeting clients financial objectives.
• Monitor financial market trends to ensure that client plans are responsive.
• Must ensure the growth of AUM / Book Size.
• Responsible for achieving targets based on acquisition and revenue generation through investment products.
• Responsible for business development through acquisition of high net-worth clients.
• Mandatory numbers of meetings with clients to keep them updated with the current market scenario.

2. Routine:

• Analyse client portfolios and make necessary suggestions.
• Recommend financial products.
• Responsible for identifying customer needs and assessing their risk appetite.
• Provide regular updates to the immediate superior as and when required.
• Create and enforce plans that will help meet the needs of the customer.

Role Requirements:

Educational Qualifications: Graduation / Post Graduation in any discipline.

Experience: 13+ Years of Wealth Management experience in the industry/ Must be from Wealth Platform or banking background.

Domain Knowledge: Understanding of market pulse, knowledge on investment products, understanding of wealth platform.

IT Skills: MS Office / MS Excel / AMFI / IRDA (Certification).

Role: Wealth Manager

Industry Type: Financial Services

Department: BFSI, Investments & Trading

Employment Type: Full Time, Permanent

Key Skills:

• Investment
• Trade
• Mutual Funds
• Equity
• Stock